Brookfield Stock Forum

$Disney (DIS.US)$ $JD.com (JD.US)$ $Intuitive Machines (LUNR.US)$ $Brookfield (BN.US)$ $Bilibili (BILI.US)$ $Applied Materials (AMAT.US)$ $AST SpaceMobile (ASTS.US)$ $Oklo Inc (OKLO.US)$
📊⚡️📊

Reviewing Berkshire's letters (2013), Buffett explains his mistake in purchasing EFH, which filed for bankruptcy. And looking at Brookfield's letters,I see that Bruce Flatt bought that bankruptcy and made huge profits over time. 2 geniuses, 1 company, different results.
$Warren Buffett Portfolio (LIST2999.US)$ $Berkshire Hathaway-B (BRK.B.US)$ $Berkshire Hathaway-A (BRK.A.US)$ $Brookfield (BN.US)$ $iShares Core S&P 500 ETF (IVV.US)$

$Brookfield (BN.US)$ going to 50 soon boys and girls

Anyone can track the stock portfolios of the best investors in the world, yet many don’t seem to take advantage of it.
1. Warren Buffett reduced his $Apple (AAPL.US)$ position by nearly 50%. He also entered into $Ulta Beauty (ULTA.US)$ and $Heico (HEI.US)$ $Heico-A (HEI.A.US)$ with very small positions.
2. Bill Ackman cut his $Chipotle Mexican Grill (CMG.US)$ stake by 23%, and reduced most of his positions. He purchased $Brookfield (BN.US)$ and $Nike (NKE.US)$ , but they make up ...

Bill Ackman's hedge fund, Pershing Square, revealed its Q2 13F filing on Wednesday, showcasing new stakes in $Nike (NKE.US)$ and Canadian investment firm $Brookfield (BN.US)$/ $Brookfield Corp (BN.CA)$ . Meanwhile, the hedge fund titan has slashed his holdings in $Chipotle Mexican Grill (CMG.US)$, $Restaurant Brands International (QSR.US)$/ $Restaurant Brands International Inc (QSR.CA)$ , the parent company of Burger King an...

$Gryphon Digital Mining (GRYP.US)$ $Zimmer Biomet Holdings (ZBH.US)$ $Cohu Inc (COHU.US)$ $Evolv Technologies (EVLV.US)$ $Brookfield (BN.US)$   $VACASA INC (VCSA.US)$ $Blueprint Medicines (BPMC.US)$ $Williams-Sonoma (WSM.US)$ $U.S. Century Bank (USCB.US)$
📊⚡️📊

1. $Alibaba (BABA.US)$ - cheap with high growth, high margins.
2. $Oaktree Specialty Lending (OCSL.US)$ - very high yield with rising earnings & high rates.
3. $Bank of America (BAC.US)$ - still pretty cheap w/ sky-high margins
4. $Brookfield (BN.US)$ - cheap, good assets, very strong revenue growth, will gain if Fed cuts
5. $PDD Holdings (PDD.US)$ - only at 20 times earnings (ish) despite triple digit growth
6. $Taiwan Semiconductor (TSM.US)$ - high moat, may sell this one if it ris...